Social Finance Fund Companion Module Specification 1.0

An Ontology for Representing Social Finance Fund Reporting Requirements

Working Draft — 11 October 2024

This Version:
https://ontology.commonapproach.org/sff-1.0-en.html (rdf/xml, ttl, nt, json-ld)
Latest Version:
https://ontology.commonapproach.org/sff-en.html (rdf/xml, ttl, nt, json-ld)
Last update: 1.0
Date: 11 October 2024
Authors:
Contributors:
Subject Headings:

Abstract

Social Finance Fund Companion Module

Table of Contents

1. Introduction

2. Notes on implementation

Implementers should be wary from confusing the FundingStatus and FundingState classes. Whereas FundingState is a generic description of a state, the FundingStatus is used to assign a state to a project.

3. Organization

6. Global Cross-Reference

Dictionaries: FundingState,

Classes: EDGProfile, EquityDeservingGroup, FundingState, FundingStatus, ImpactReport, OrganizationProfile, Sector, TeamProfile,

Properties: hasEDGProfile,

Instances: applied, funded, inReview, rejected,

7. Detailed References for All Terms, Classes and Properties

Dictionaries

[back to top]

Dictionary: sff:FundingState

URI: https://ontology.commonapproach.org/sff-1.0#FundingState

Funding State

Classes

[back to top]

Class: sff:EDGProfile

URI: https://ontology.commonapproach.org/sff-1.0#EDGProfile

EDG Profile

cids:hasDescription:
Information about the number of members belonging to a specific equity deserving group, as part of a board or management team, for a designated time interval.
cids:hasName:
EDG Profile
rdf:type:
owl:Class
rdfs:subClassOf:
Nbc25ee83f68c4e8fb37f54902dec5d10
N6f95bbe5d22041adaa303b067e37d56d
Nc1457f961d5e48fa9805d8e51d57774e

[back to top]

Class: sff:EquityDeservingGroup

URI: https://ontology.commonapproach.org/sff-1.0#EquityDeservingGroup

Equity Deserving Group

cids:hasDescription:
Defines each of the equity deserving groups relevant to the management and board members of an organization.
cids:hasName:
Equity Deserving Group
rdf:type:
owl:Class
rdfs:subClassOf:
N8ad3bfab1af640b6b3caafdbc38bf144
sff:forceHasDescription
Nfc3b59e5b11541c0965b2583434fdcb1

SFIs participating in the Social Finance Fund may develop their own sets of Characteristics to describe Equity Deserving Groups, but these participant-generated Characteristics must be mapped to the PopulationServed code list provided by ESDC for the Social Finance Fund through the hasCode property of Characteristic.

[back to top]

Class: sff:FundingState

URI: https://ontology.commonapproach.org/sff-1.0#FundingState

Funding State

cids:hasDescription:
A value that reflect funding and approval process. The list items should distinguish concepts of ‘applied’, ‘rejected’, and ‘funded’.
cids:hasName:
Funding State
rdf:type:
owl:Class
skos:ConceptScheme
rdfs:subClassOf:
cids:CODE
sff:forceHasDescription

[back to top]

Class: sff:FundingStatus

URI: https://ontology.commonapproach.org/sff-1.0#FundingStatus

Funding Status

[back to top]

Class: sff:ImpactReport

URI: https://ontology.commonapproach.org/sff-1.0#ImpactReport

Impact Report

cids:hasDescription:
Provides definitive information on the time interval that a report covers, and can provide some contextual information about the report contents via the report name.
cids:hasName:
Impact Report
rdf:type:
owl:Class
rdfs:subClassOf:
sff:forceHasOrganization
N253cfd779b184584998b053a40190c1b
N626314bc12c541e7b6ae258dddedeeec
Nbc60085c42fb4c0f82b74ca1d7b3ee3f

[back to top]

Class: sff:OrganizationProfile

URI: https://ontology.commonapproach.org/sff-1.0#OrganizationProfile

Organization Profile

cids:hasDescription:
Contains additional profile data relevant to SFF that is applicable to both social purpose organizations (SPOs) and SFIs.
cids:hasName:
Organization Profile
rdf:type:
owl:Class
rdfs:subClassOf:
Nd9fb992b47054c2d97ae69ca32d084a2
N98ab3609c08e4ba4a62e4900b8b3c870
Nea02509df4ab4f9db02b331fb5f3988d
Ne4633026e7a640abb2bcadb61dbfa1f8
Nce5293c2b730434abc32853783c448d6
N579195c8a58b49dc9c3ac47524352b00
Nccc51cbff6df4cc4b13ee4d323542cfe
N38fde1e53e244fe1806c4fbd624a677f
Nfb7c57b2547548ee96db729a2979a0b7
Nfb58a42331a34c8d824664e1d69eb3b2
Nfb73b298b3db42339fa3fc377a741e01

An OrganizationProfile is linked from the Organization class. It contains additional profile data relevant to SFF that is applicable to both social purpose organizations (SPOs) and SFIs. The only difference in implementation is that SFIs are not required to populate data in the “hasBoardProfile” property. A profile instance defines information reported at a specific time. Hence an organization may have multiple profile instances.

The following properties are defined for the Organization Profile:

  • hasPrimaryContact: This is the primary contact name and email of the organization. Links to an instance of Person.
  • hasManagementTeamProfile: Profile of the organization's Management Team. Links to one or more instances of TeamProfile.
  • hasBoardProfile: Profile of the organization's Board of Directors. Links to one or more instances of TeamProfile. Not required by SFF for SFI’s own reports.
  • sectorServed: Identifies one or more sectors served by the organization. Links to one or more instances of Sector.
  • localityServed: Identifies one or more localities served by the organization. Links to one or more instances of Locality.
  • provinceTerritoryServed: Identifies one or more provinces and/or territories served by the SPO. Links to one or more instances of ProvinceTerritory (code list).
  • primaryPopulationServed: Identifies one or more populations served by the SPO. Links to one or more instances of PopulationServed (code list).
  • organizationType: Identifies the type of Organization. Links to a single instance of OrganizationType (code list).
  • servesEDG: Profiles each of the equity deserving groups that the organization serves. Links to one or more instances of EquityDeservingGroup.
  • hasFundingStatus: Identifies the funding applications of the organization. Links to one or more instances of FundingStatus.
  • reportedDate: Specifies the date to which the reported information applies.

[back to top]

Class: sff:Sector

URI: https://ontology.commonapproach.org/sff-1.0#Sector

Sector

cids:hasDescription:
Sectors provide a high-level view of an organization's core focus and the general type of activities it conducts, helping to standardize its profile within the broader landscape of similar entities.
cids:hasName:
Sector
rdf:type:
owl:Class
rdfs:subClassOf:
sff:forceHasOrganization

[back to top]

Class: sff:TeamProfile

URI: https://ontology.commonapproach.org/sff-1.0#TeamProfile

Team Profile

Properties

[back to top]

Property: sff:hasEDGProfile

URI: https://ontology.commonapproach.org/sff-1.0#hasEDGProfile

EDG Profile

cids:hasDescription:
Profiles each of the EDG groups that are present on the management team. Links to one or more instances of EDGProfile.
cids:hasName:
EDG Profile
rdf:type:
owl:ObjectProperty

Instances

[back to top]

Instance: sff:applied

URI: https://ontology.commonapproach.org/sff-1.0#applied

Applied

[back to top]

Instance: sff:funded

URI: https://ontology.commonapproach.org/sff-1.0#funded

Funded

cids:hasDescription:
The funding proposal has been accepted and funding has been allocated.
cids:hasName:
Funded
rdf:type:
sff:FundingState
skos:Concept
skos:inScheme:
sff:FundingState

[back to top]

Instance: sff:inReview

URI: https://ontology.commonapproach.org/sff-1.0#inReview

In Review

cids:hasDescription:
The funding proposal is being processed by the evaluating organization and is under review.
cids:hasName:
In Review
rdf:type:
sff:FundingState
skos:Concept
skos:inScheme:
sff:FundingState

[back to top]

Instance: sff:rejected

URI: https://ontology.commonapproach.org/sff-1.0#rejected

Rejected

8. Version History

9. General Notes

10. Release Notes

11. Deprecated Terms

Global Cross Reference of Deprecated Terms

Deprecated Terms:

Detailed references for all terms, classes and properties

12. Ontology Bibliography